See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,871 | $102,382-43.5% | $147,005-60.6% | $80,874-28.4% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 25.18% | 134.89%-109.7pp | 418.76%-393.6pp | 35.62%-10.4pp |
| Employer contribution / active EE | $2,856 | $3,715-23.1% | $4,934-42.1% | $2,756+3.6% |
| Participant deferral / active EE | $6,457 | $6,646-2.8% | $8,070-20.0% | $4,297+50.3% |
| Admin fee / account holder | $1,968 | $7,942-75.2% | $13,006-84.9% | $6,935-71.6% |